Privilege Financial Consultant (Region SNS)

Maybank; Selangor; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial institution in Selangor is seeking a Financial Consultant. You will provide personalized financial consultation, promote wealth solutions, and maintain strong client relationships. Ideal candidates should have a keen interest in financial advisory and excellent communication skills. This role offers opportunities for fresh graduates to kick-start their career in finance.

Qualifications

• Strong interest in financial and sales advisory.
• Understanding of banking, investment, and insurance products.
• Enthusiastic to build a career in sales.
• Excellent communication skills in English and Bahasa Malaysia.

Responsibilities

• Provide personalized financial consultation and advice to clients.
• Promote wealth solutions and increase product holdings.
• Maintain strong client relationships and manage customer portfolios.
• Meet sales targets and comply with regulatory standards.

Skills

Financial consulting

Sales advisory

Communication skills

Interpersonal skills

Education

Relevant degree in finance or related fields

Job description

Job Descriptions

• Provide personalized financial consultation and advice to client according to their financial goals and needs.
• Promote wealth solutions focusing on insurance, investment and deposit products and services to retail clients.
• Increase client product holding through cross selling on other financial solutions such as financing and credit card.
• Maintain and develop strong client relationship with Privilege and Emerging Affluent clients and effectively manage customer portfolios in retail wealth sales and advisory.
• Meet or exceed sales targets and performance metrics contributing to the overall branch performance and sales revenue.
• Comply with all regulatory and Bank standards and practices.
• Participate in ongoing training and professional development to stay updated with industry trends and product knowledge.
• Act swiftly on leads and maintain proactive follow-ups to maximize conversion rate.
• Deliver top-tier after-sales service to maintain customer loyalty.
• Engage in sales launches and conduct data mining to identify potential customers and generate new business.

Requirements:

• Fresh Graduates with strong interest in financial and sales advisory are encourage to apply.
• A good understanding of the banking, investment, deposits and insurance products
• Knowledge in Financial Planning/Wealth Management or Retail Banking/Branch Operation.
• Enthusiastic to build a good career in sales.
• Excellence oral and written communication skills in English and Bahasa Malaysia.
• Strong interpersonal skills with a focus on providing exceptional service to both internal and external customers.
• Capable of delivering high-quality work with minimal supervision.
• Candidates with full banking licensing will have an edge i.e.: PCE/TBE/CEILLI/IPPC/FIMM.